BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.17.4//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260721T110000 DTEND;TZID=America/Los_Angeles:20260721T120000 DTSTAMP:20260721T215833Z CREATED:20260706T204630Z LAST-MODIFIED:20260721T215833Z UID:31554-1784631600-1784635200@cavalierassociates.com SUMMARY:The 3 Burdens of LTC — and the Rollover Strategy Most Advisors Miss DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n\n \n X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-3-burdens-of-ltc-and-the-rollover-strategy-most-advisors-miss/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260722T100000 DTEND;TZID=America/Los_Angeles:20260722T110000 DTSTAMP:20260722T190809Z CREATED:20260622T165913Z LAST-MODIFIED:20260722T190809Z UID:31474-1784714400-1784718000@cavalierassociates.com SUMMARY:The Succession Planning Wake-Up Call for Small Business Owners DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n LinkedInThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-succession-planning-wake-up-call-for-small-business-owners/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260728T113000 DTEND;TZID=America/Los_Angeles:20260728T130000 DTSTAMP:20260729T151410Z CREATED:20260604T223013Z LAST-MODIFIED:20260729T151410Z UID:31455-1785238200-1785243600@cavalierassociates.com SUMMARY:The $1.37 Million Blind Spot: Dominating Retail Case Design DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-1-37-million-blind-spot-dominating-retail-case-design/ LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260728T120000 DTEND;TZID=America/Los_Angeles:20260728T133000 DTSTAMP:20260729T151433Z CREATED:20260625T171639Z LAST-MODIFIED:20260729T151433Z UID:31513-1785240000-1785245400@cavalierassociates.com SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n URLThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/most-iuls-offer-potential-secure-horizon-offers-guarantees/ LOCATION:Javier’s\, Los Angeles\, 10250 Santa Monica Blvd. #1005\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260730T100000 DTEND;TZID=America/Los_Angeles:20260730T110000 DTSTAMP:20260730T173945Z CREATED:20260330T225646Z LAST-MODIFIED:20260730T173945Z UID:31126-1785405600-1785409200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n EmailThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/underwriting-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR